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Bank Marketing Show

Bank Marketing Show

By: Chris Bates & Dan Novalis
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 Welcome to the Bank Marketing Show, the podcast that engages and informs you for success in today's marketplace. It's the show that will make you a better marketer with trends, tactics and inspirations from experts and industry leaders. If you're wanting to impact your personal success and position your company as the best choice in your market, you're in the right place!2023 Economics Marketing Marketing & Sales
Episodes
  • Ep 97 - Charles LeFevre - AI, Compliance, and the Marketer’s Dilemma

    Ep 97 - Charles LeFevre - AI, Compliance, and the Marketer’s Dilemma
    Oct 27 2025

    Compliance and marketing don’t have to be enemies, especially in the age of AI. In this episode, Charles LeFevre, Director of Compliance Operations at Kadince (and self-proclaimed “Taylor Swift of Compliance”), joins us to break down how these two sides can work together to move faster, stay compliant, and even have a little fun doing it.

    You’ll hear how AI is reshaping the marketer–compliance relationship, and where there are opportunities for smarter collaboration, fewer bottlenecks, and better outcomes for everyone.

    In this episode:

    • Why “best practices” can actually kill creativity
    • How to build realistic AI usage policies that empower your team
    • The right balance between guardrails and innovation when using AI
    • How smaller banks can use AI to leap ahead of big institutions
    • Charles’s three-lines-of-defense model for marketing + compliance collaboration

    Links & Resources:

    Charles’s LinkedIn: https://www.linkedin.com/in/talktochuck/

    🌐 bankmarketingshow.com

    📰 Sign up for our newsletter: bankmarketingminute.com

    📩 Contact Chris and Dan: contact@bankmarketingshow.com
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    42 mins
  • Ep 96 - Crucial Considerations for your 2026 Marketing Strategy

    Ep 96 - Crucial Considerations for your 2026 Marketing Strategy
    Oct 13 2025

    If your 2026 plan looks like 2025's...you may not be adapting to all the technology- and user behavior-driven changes that have happened this year.

    In this episode, Chris and Dan chat about all these changes, and lay out a simple checklist to use as your 2026 strategy comes together - including adjusting budgets, getting found with GEO and SEO, and speaking directly to customer problems.

    Key topics:

    - Why you should audit your digital visibility as the first input to your strategic plan

    - How allocating budget should be different than last year

    - Building initiatives around specific customer problems/niches

    Links and resources:

    - Website: bankmarketingshow.com

    - Newsletter: bankmarketingminute.com

    - Contact Chris and Dan: contact@bankmarketingshow.com
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    41 mins
  • Ep 95 - AI Search - How to Stay Ahead of the Curve

    Ep 95 - AI Search - How to Stay Ahead of the Curve
    Sep 29 2025
    Is SEO really dead—or is AI search just the new shiny object? In this episode, Chris and Dan break down the buzz around Generative Engine Optimization (GEO) and what it actually means for community banks. (spoiler: SEO isn't going anywhere, but banks that act now have a huge opportunity to get ahead while everyone else is still watching from the sidelines) What we cover in this episode: Why "SEO is dead" headlines are misleading—and what's really happening How SEO and GEO overlap and where they differ Why customer reviews and human "proof" matter more than ever in AI search How to structure your content for conversational, AI-driven results Quick, practical steps any community bank can start on today Why now is the easiest time to outrun your competition in search Links & Resources: Website: bankmarketingshow.com Sign up for our newsletter: bankmarketingminute.com Contact Chris and Dan: contact@bankmarketingshow.com
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    36 mins
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